Investment Associate
Royal Bank of Canada•Greater Sudbury, ON
•CA$37,500 - CA$50,000•Onsite
About The Position
RBC Dominion Securities, a leading wealth management firm in Canada, is seeking a resourceful and efficient Investment Associate for its Sudbury branch. This role is a core part of the team, working closely with the Portfolio Manager on executing and monitoring investment portfolios. The position offers exposure to a wide range of investment strategies and research resources, with opportunities for involvement in the development and implementation of model portfolios.
Requirements
- Canadian Investment Regulatory Exam, CIRE
- Strong interest and knowledge of financial markets and investment products
- Exceptional attention to detail and organizational skills
- Excellent communication skills, both written and verbal
- Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
- Proven ability to manage multiple tasks and deadlines in a dynamic environment
- Demonstrated professionalism and commitment to supporting high-net-worth clients
- Collaborative mindset with a desire to contribute to team success
- Enthusiastic, self-motivated, and committed to ongoing professional growth
Nice To Haves
- Knowledge of RBC Dominion Securities’ systems and procedures
- CFA or CIM an asset but not required
Responsibilities
- Support day-to-day execution of portfolio changes and ongoing investment management
- Monitor portfolios, conduct rebalancing, and contribute to tactical asset allocation adjustments
- Assist in the development and refinement of model portfolios
- Prepare investment analysis and reporting to support client reviews, proposals, and presentations
- Maintain awareness of market conditions, trends, and investment opportunities through internal and external research
- Leverage research from RBC Portfolio Advisory Group and RBC Capital Markets to support portfolio positioning
- Ensure high standards of accuracy and consistency in documentation and reporting
- Contribute to the delivery of an exceptional client service experience by supporting the broader team in their advisory roles
Benefits
- Bonuses
- Flexible benefits
- Competitive compensation
- Commissions
- Stock where applicable
- Coaching and managing opportunities
- World-class training program in financial services
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
